IDTI: More than an SRAM company Message Board

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Technology Stocks : IDTI: More than an SRAM company

IDTI 48.99

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Mar 29 5:00 PM EST

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To: Daveyk who wrote (4)	9/25/1997 10:07:00 AM
From: Steve Lewis	of 70

IMHO, I too perceive that IDTI has positioned itself to be a differentiated company: a) SRAM - Read through the ALSC comments on the Commerce dumping issue and it would seem to be years off for any financial settlement. I remember the dumping case against Japan in the Eighties which was "govt. dumbness in slow motion". b) While the ATM, WEB-TV & Lucent (wireless) products have their individual merits (& positive stock implications), it's the Wintel marketplace opportunity that could be a major longterm wave that transforms IDTI. (Its to be expected that Grove & Intel will play every game or tactic (just like Microsoft) and their billions can make many things work. However the design group in Austin & IDTI seem to fighting a different game (no installed base to protect?) that brute strength alone can't quickly trump. Besides, is Intel going to raise the CPU performance ante on competitor's low end chips and sell them for $2-300? That would only hurt their own main business which is the same calculation that Steve Jobs & Apple made in their recent clone shutdown) Hopefully they can execute the plan well as I have placed my stock bets that they will. Regards

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